Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Financial Services: P&L, Growth Strategy, M&A, SaaS, and Budgeting/Cash Flow

ID: 739022 Canada

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Expert is an accomplished and driven executive with 16+ years of broad and deep financial services experience. He is a proven operator and business developer, with a consistent track record of delivering sustained, profitable growth in both scaling and mature environments. A seasoned influencer, with a vision and a passion for finding innovative ways to solve complex problems and get things done.

Core competencies include:
- P&L management
- Growth strategy and execution
- M&A / complex partnerships
- Post-merger integrations
- Deep sales and operations expertise
- SaaS / product development
- Customer experience expertise
- Budgeting and cash flow optimization
- Strong mentor / people developer
- Managing cross-functional teams


Selected Achievements:
- Built a Point-of-Sale (Buy Now, Pay Later) lending business from the ground up, generating $100MM+ in annual revenue, with originations totalling $800MM+ over tenure. Responsible for P&L and all aspects of the business
- Considerable business and corporate development success. Engineered complex investments/partnerships with start-ups/Fortune 500 companies alike. Managed $1B+ in both buy & sell M&A transactions in various capacities
- Consulting at Deloitte, leading innovation at TD Bank, rapidly scaling start-ups and a background in product design has given me a unique understanding of how to leverage sales and operations to grow a business

Education

Year Degree Subject Institution
Year: 2006 Degree: MBA Subject: Strategy & Finance Institution: Rotman School of Management, University of Toronto
Year: 2001 Degree: BA Subject: Product Design Institution: Universite du Quebec a Montreal - UQAM

Work History

Years Employer Title Department
Years: 2022 to Present Employer: Undisclosed Title: Chief Operating Officer Department:
Responsibilities:
Advisor, interim COO and majority shareholder in a pre-seed start-up focused on creating an online marketplace for travel and other services related to plant-medicines and psychoactive crops.
Years Employer Title Department
Years: 2017 to 2021 Employer: goeasy.com (TSX: GSY) Title: VP / General Manager – Point-of-Sale Lending Department:
Responsibilities:
Built a Point-of-Sale (Buy Now, Pay Later) lending business from the ground up, generating $100MM+ in annual revenue, with originations totalling $800MM+ over tenure. Responsible for P&L and all aspects of the business

 Signed on 200+ B2B partners (e.g., Samsung, Wayfair, Lenovo). Responsible for bus. dev., integrations, go-live and support
 Increased x-selling of loans to core business 10X to >$50MM by developing and leading a dedicated program and team
 Negotiated $34MM strategic partnership / investment in PayBright.com (now Affirm.com), a fintech prime lender
 Closed on $32MM purchase of mogo.ca’s loan portfolio, a fintech prime lender. Led due diligence and contract negotiations
 Accountable for $320MM acquisition and post-merger integration of LendCare.ca, growing my business 4x as a result
 Led the design, development and integration of 3, first-to-market, eCommerce, SaaS lending platforms
 Led team from 2 to 30 FTEs, mentoring 35% to promotion. Saved $250k/year in labor costs through process re-engineering
Years Employer Title Department
Years: 2014 to 2017 Employer: TD Bank Title: AVP – Strategy & Innovation Department: Insurance
Responsibilities:
Led newly formed Corporate Strategy, Innovation, Customer Strategy and Channel Strategy mandates and teams

 Restructured strategic mandates under single team in effort to transform into a best-in-class, customer-centric organization
 Worked with CEO to set the long-term strategic direction of the business; developed Board materials, financial plans
 Uncovered $150MM in potential revenue growth by leading a transformational customer segmentation program
 Negotiated strategic partnership / investment in 3 fintechs. Developed innovation and investment frameworks for bank
 Advised executive team on market and competitive dynamics, innovation / disruption trends and M&A opportunities
Years Employer Title Department
Years: 2011 to 2014 Employer: Tembec (now NYSE: RYN) Title: Director / General Manager – Business & Corporate Development Department:
Responsibilities:
Led the development and commercialization of a novel biocomposite technology. Responsible for P&L and all aspects of the business. Negotiated, managed and brought key M&A transactions to term for the company

 Secured $8M in funding. Built a pilot plant to manufacture biocomposite and evolve the technology from bench to pilot scale
 Negotiated 14 joint ventures with Fortune 500 manufacturers to test technology in-field. Secured IP through patents
 Led team of 12 R&D scientists, engineers, chemists and plant technicians. Managed union and health & safety relationship
 Sold $100MM pulp mill. Initiated 3 similar transactions. Responsible for buyer relationships, data room, financial analysis
Years Employer Title Department
Years: 2006 to 2010 Employer: Deloitte Consulting Title: Manager – Strategy & Operations Department:
Responsibilities:
Led cross-functional teams through the successful delivery of strategy and operations-focused engagements, with a focus on the growth of and customer experience at Fortune 500 financial services and consumer retail companies

 Generated a lift of over $350MM in revenues by redesigning the customer experience for an iconic Canadian retailer
 Put a top-10 US bank into the top-5 by developing a go-to-market strategy to be a World Class Marketing Organization
 Increased customer retention by 14% by re-tooling the analytics platform of a top-3 Canadian wealth manager
 Reduced operating costs 12% by redesigning the target operating model of a large US financial institution
 Led the post-merger integration of a large credit card provider with a bank, realising over $250MM in synergies
Years Employer Title Department
Years: 1998 to 2006 Employer: Earlier professional experience Title: Various Department:
Responsibilities:
Managing Partner, Impact Management Consulting Group (2005 - 2006) | Professor, School of Industrial Design, Dawson College (2002 - 2004) | Senior Industrial Designer, MorelliDesigners.com (1999 – 2004) | Industrial Designer, Bombardier Aerospace (1998 – 1999)

International Experience

Years Country / Region Summary
Years: to Present Country / Region: Summary:

Career Accomplishments

Publications and Patents Summary
Patent holder for the design of a surgical tool for minimally invasive cardiac surgery

Additional Experience

Other Relevant Experience
 Co-founder / CEO of a blockchain-based, SaaS platform making it simple and inexpensive for anyone to sign, secure and prove the existence of their work
 Advisor, interim COO and majority shareholder in a pre-seed start-up focused on creating an online marketplace for travel and other services related to plant-medicines and psychoactive crops
 Angel investor with 2 successful exits: Meta, acquired by Facebook and Think Research, IPO

Language Skills

Language Proficiency
French Native
English Native

Fields of Expertise

SaaS, business startup, financial advisory, Fintech, Financial Services

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